SMSF: What brokers can do and can't do

by AB05 Sep 2013
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What Brokers Can do and cant do
CAN: Identify Potential SMSF Candidates
CAN: Talk Generally about what clients can do with their super, such as setting up an SMSF
CAN: Inform clients of the value of property they can buy with a specific amount of super
Can't: Offer advice on rollovers, setup structures or replacement insurance without further qualifications